Investing in People

STA Wealth Management is a fast-growing and highly collaborative independent asset management and financial planning firm applying a conservative, disciplined, different approach to investing. We take pride in the fact that we have client relationships well into their third generation. We believe that success isn’t measured only by figures and charts, but by the fiscal stability and growth of our clients and their families, and the continued professional development of our advisors and support team.

Building on Principal—and Principle

With a comprehensive and evolving suite of wealth management services, we’re committed to meeting the unique needs and challenges of our clients. STA strives to minimize risk through all aspects of our business, by understanding trends and planning strategically—while consistently maintaining our core values of trust, credibility, and transparency.

Capitalizing on the Power of Knowledge and Media

At STA we provide an abundance of resources to keep you educated, informed, and empowered. Our daily “STA Money Hour” radio program airing on KPRC AM950 in Houston, our team delivers strategic financial insight you can use, whenever and wherever you need it.

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About Us

Who is STA?

Since our founding in 2008 by experienced financial industry executives, STA Wealth
Management
has
expanded its services from investment management to also include private wealth and financial
planning.

Our highly specialized expert team of more than 20 seasoned executives, skilled advisors, and
supporting
staff are based in the CityCentre commercial and professional district of Houston, Texas, and
share
a
steadfast dedication to serving our diverse worldwide client base. We seek to manage risk and
optimize
financial futures through proactive independent and proprietary research, strategic planning,
and
personal connection and collaboration. Relationships with trusted names like Fidelity
Investments
and
Charles Schwab demonstrate our commitment to sound solutions
centered on you, your family, and
your
business.

Wealth Management

STA Wealth Management has built a solid reputation for applying a conservative, disciplined
approach to our clients’ financial needs that’s also very different:

we don’t simply provide
active portfolio management, but rather develop customized investment strategies targeting your
unique requirements, preferences, and challenges. Our comprehensive suite of solutions features
offerings as diverse as the individuals and organizations we serve, delivered with hands-on
guidance driven by decades of proven success.

Please select a wealth management service to learn
more.

Planning.

Our truly unique financial planning process is about far more than
projections or
specific solutions. We believe that the most important focus should be on
your
individual goals, visions, and objectives, and we partner with you
personally to
customize a tailored management plan for both securing and supplementing
your
financial future.

Investing.

Successful investment is simple enough in theory: maximizing return while
minimizing risk … However, at STA Wealth Management we know that in practice
it’s much more complicated—and that’s why we’ve assembled people and
processes that put decades of proven experience at your disposal, to build
and manage a portfolio that’s uniquely your own.

Insurance.

Insurance isn’t just a safety net for the unexpected or catastrophic—it can
be a constructive tool for creating stability and confidence as you move
through life. STA’s demonstrated expertise helps you leverage the power of
insurance to provide protection and freedom.

Private Funds.

Featured Articles

See how STA Wealth Management isn't just responding to what's happening in the financial
world,
but actually helping to shape it!

The New York
Times

How can I start an IRA for my child?

The Roth IRA is hands-down the most attractive retirement plan available for people with at least 15 or more years until retirement, since it provides tax-free withdrawals if you wait to withdraw funds until after age 59.5.

If you leave your job and a Simple IRA behind, you have the option to roll over the Simple IRA balance to a Traditional IRA, another Simple IRA plan or, depending on your new employer’s plan, you may be eligible to roll the funds into the 401(k) plan with your new employer.

Contact STA

Thank you for your interest in STA Wealth Management!

Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!